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美国股票期货因AI担忧而下跌US stock futures retreat on AI concerns

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安德鲁·凯利/路透社Andrew Kelly/Reuters

由于对AI热潮可能走向失败的担忧加剧,美国股票期货和亚洲市场出现下跌。

US stock futures and Asian markets fell on growing concern that an AI boom is turning to bust.

人们担心公众的反对或供应链限制会阻碍AI发展的步伐,同时也不确定科技巨头的基础设施支出能否带来相应的收入增长。

Worries have coalesced around whether public opposition or supply chain constraints will limit the buildout, and if revenues will keep up with Big Tech’s breakneck infrastructure spending.

一家澳大利亚数据中心运营商发布的利润预警导致其股价下跌了44%;今年美国已有数十个大型数据中心项目因当地居民的反对而受阻或推迟。

An Australian data center operator’s profit warning drove its stock down as much as 44%, while dozens of large facilities have been blocked or delayed in the US this year by opposition from locals.

正如Apollo首席经济学家所指出的,计算资源支出的放缓表明,企业对AI投资的回报要么远低于预期,要么根本未能实现,这将对AI企业的收入产生负面影响。

As Apollo’s chief economist noted, a slowdown in spending on compute tokens suggests “productivity returns for firms on their AI investments are either arriving far slower than projected or failing to materialize at all,” with knock-on effects for AI firms’ revenues.

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